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Diageo
DEO

Overview Fund Activity

1,012 hedge funds and large institutions have $8.8B invested in Diageo in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 365 increasing their positions, 367 reducing their positions, and 88 closing their positions.

Holders
1,012
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
105
Increased
365
Reduced
367
Closed
88
Calls
$97.4M
Puts
$85.4M
Net Calls
+$12M
Net Calls Change
-$38.6M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$720M
3
BlackRock
3
BlackRock
New York
$197M
4
Bank of America
4
Bank of America
North Carolina
$758M
5
MIS
5
Morningstar Investment Services
Illinois
$74.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$387M
2
UBS Group
2
UBS Group
Switzerland
$135M
3
DC
3
Davenport & Co
Virginia
$10.2M
4
HMP
4
HS Management Partners
New York
$50M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LM
126
Lincluden Management
Ontario, Canada
$7.46M 51,240 – –
Creative Planning
127
Creative Planning
Kansas
$7.38M 49,616 +4,993 +11%
SCTC
128
Sanibel Captiva Trust Company
Florida
$7.37M 49,539 -5,281 -10%
GCA
129
Guardian Capital Advisors
Ontario, Canada
$7.14M 50,884 -4,215 -8%
SCA
130
Stonebridge Capital Advisors
Minnesota
$7.12M 47,884 -1,821 -4%
AI
131
Atria Investments
North Carolina
$6.88M 46,249 +12,379 +37%
RSVP
132
Ramsay Stattman Vela & Price
Colorado
$6.86M 46,090 -4,586 -9%
KAS
133
Kestra Advisory Services
Texas
$6.72M 45,167 +5,404 +14%
AAM
134
AR Asset Management
California
$6.69M 44,990 -100 -0.2%
SHA
135
Seneca House Advisors
Virginia
$6.29M 42,309 +2,225 +6%
BWM
136
Bulltick Wealth Management
Florida
$6.17M 41,055 +3,200 +8%
AMBIA
137
Allen Mooney & Barnes Investment Advisors
Georgia
$6.16M 43,761 -307 -0.7%
CA
138
Callahan Advisors
Texas
$6.16M 41,411 -6,257 -13%
William Blair & Company
139
William Blair & Company
Illinois
$6.03M 40,563 -5,226 -11%
AM
140
Atwater Malick
Pennsylvania
$6M 40,360 -2,456 -6%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$6M 38,987 -11,639 -23%
KCPG
142
Kavar Capital Partners Group
Kansas
$5.96M 40,043 -35,459 -47%
FPFS
143
First Personal Financial Services
North Carolina
$5.9M 39,690 -403 -1%
FNBT
144
FineMark National Bank & Trust
Florida
$5.83M 39,193 +14,804 +61%
AC
145
Addenda Capital
Quebec, Canada
$5.79M 38,520 -102 -0.3%
TTWM
146
TCV Trust & Wealth Management
Virginia
$5.7M 38,335 -574 -1%
SAM
147
Silvercrest Asset Management
New York
$5.64M 37,889 -2,339 -6%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$5.63M 37,817 -13,886 -27%
TC
149
TownSquare Capital
Utah
$5.6M 37,618 -956 -2%
MWM
150
Moran Wealth Management
Florida
$5.59M 37,610 +2,145 +6%
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